Farther Finance Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $189K | Sell |
1,531
-15,833
| -91% | -$1.96M | ﹤0.01% | 1417 |
|
|
2025
Q1 | $2.08M | Buy |
17,364
+16,311
| +1,549% | +$1.96M | 0.05% | 291 |
|
|
2024
Q4 | $132K | Sell |
1,053
-63
| -6% | -$7.87K | ﹤0.01% | 1191 |
|
|
2024
Q3 | $138K | Buy |
1,116
+111
| +11% | +$13.7K | 0.01% | 1163 |
|
|
2024
Q2 | $113K | Buy |
1,005
+4
| +0.4% | +$450 | 0.01% | 1080 |
|
|
2024
Q1 | $117K | Buy |
1,001
+598
| +148% | +$70.1K | 0.01% | 888 |
|
|
2023
Q4 | $45.9K | Buy |
403
+4
| +1% | +$456 | ﹤0.01% | 1066 |
|
|
2023
Q3 | $40.3K | Buy |
399
+162
| +68% | +$16.4K | 0.01% | 839 |
|
|
2023
Q2 | $25.4K | Buy |
237
+71
| +43% | +$7.61K | 0.01% | 915 |
|
|
2023
Q1 | $17.1K | Hold |
166
| – | – | 0.01% | 952 |
|
|
2022
Q4 | $16.7K | Buy |
+166
| New | +$16.7K | 0.01% | 788 |
|